Purchases and Sales Made in Q1 2024 in Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM) during Q1 2024. The information is specifically focused on institutions that hold shares of WASTE MANAGEMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
677+ 3.62% |
$120K - $145K
|
19.4K
$4.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
675New |
$120K - $144K
|
675
$152K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
673+ 0.48% |
$120K - $144K
|
140K
$31.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
647New |
$115K - $138K
|
647
$146K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
642+ 8.63% |
$114K - $137K
|
8.08K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
642+ 11.3% |
$114K - $137K
|
6.33K
$1.42M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
637+ 60.9% |
$113K - $136K
|
1.68K
$379K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
634+ 5.41% |
$113K - $136K
|
12.4K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
619+ 1.03% |
$110K - $132K
|
60.9K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
619+ 5.07% |
$110K - $132K
|
12.8K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
608+ 5.2% |
$108K - $130K
|
12.3K
$2.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
606+ 25.58% |
$108K - $130K
|
2.98K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
603+ 48.75% |
$107K - $129K
|
1.84K
$414K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
603+ 6.71% |
$107K - $129K
|
9.6K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
601+ 12.91% |
$107K - $129K
|
5.26K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
594+ 3.03% |
$106K - $127K
|
20.2K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
591+ 18.37% |
$105K - $126K
|
3.81K
$856K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
585New |
$104K - $125K
|
585
$132K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
571New |
$102K - $122K
|
571
$128K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
571+ 19.07% |
$102K - $122K
|
3.57K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
569+ 36.13% |
$101K - $122K
|
2.14K
$482K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
568+ 5.17% |
$101K - $122K
|
11.6K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
567+ 4.82% |
$101K - $121K
|
12.3K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
562+ 33.86% |
$99.9K - $120K
|
2.22K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
556+ 5.46% |
$98.8K - $119K
|
10.7K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
553+ 4.31% |
$98.3K - $118K
|
13.4K
$3.01M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
532New |
$94.6K - $114K
|
532
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
530+ 0.18% |
$94.2K - $113K
|
291K
$65.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
530+ 32.62% |
$94.2K - $113K
|
2.16K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
529New |
$94K - $113K
|
529
$119K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
525+ 8.35% |
$93.3K - $112K
|
6.81K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
513+ 0.9% |
$91.2K - $110K
|
57.6K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
508+ 2.81% |
$90.3K - $109K
|
18.6K
$4.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
501+ 1.69% |
$89.1K - $107K
|
30.2K
$6.8M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
500+ 0.51% |
$88.9K - $107K
|
98.6K
$22.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
492+ 12.34% |
$87.5K - $105K
|
4.48K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
487+ 0.93% |
$86.6K - $104K
|
53.1K
$11.9M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
485+ 3.7% |
$86.2K - $104K
|
13.6K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
470+ 18.8% |
$83.6K - $101K
|
2.97K
$668K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
463+ 2.17% |
$82.3K - $99.1K
|
21.8K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
463+ 2.03% |
$82.3K - $99.1K
|
23.2K
$5.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
458+ 1.85% |
$81.4K - $98K
|
25.2K
$5.66M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
456+ 0.96% |
$81.1K - $97.6K
|
47.7K
$10.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
454+ 8.63% |
$80.7K - $97.1K
|
5.72K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
454+ 24.0% |
$80.7K - $97.1K
|
2.35K
$528K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
450+ 8.62% |
$80K - $96.3K
|
5.67K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
449+ 14.36% |
$79.8K - $96.1K
|
3.58K
$804K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
444+ 17.98% |
$78.9K - $95K
|
2.91K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
444+ 33.94% |
$78.9K - $95K
|
1.75K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
427+ 12.07% |
$75.9K - $91.4K
|
3.96K
$892K
|